RFS
TFC icon

Richardson Financial Services’s Truist Financial TFC Stock Holding History

Richardson Financial Services’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$100K Buy
2,175
+110
+5% +$5.44K 0.06% 224
2025
Q4 		$102K Buy
2,065
+516
+33% +$23.8K 0.03% 228
2025
Q3 		$70.8K Sell
1,549
-146
-9% -$6.58K 0.04% 245
2025
Q2 		$74.9K Sell
1,695
-50
-3% -$1.96K 0.05% 220
2025
Q1 		$71.8K Buy
1,745
+50
+3% +$2.23K 0.05% 208
2024
Q4 		$73.5K Buy
+1,695
New +$75.6K 0.05% 220

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Richardson Financial Services's TFC Position: Q1 2026 in Review

Richardson Financial Services increased its Truist Financial (TFC) stake by 5.3% in Q1 2026, buying an estimated $5.44K and bringing the position to 2,175 shares worth $100K. The position accounts for 0.06% of the portfolio, ranked #224.

Richardson Financial Services first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $102K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Richardson Financial Services held 2,175 shares of Truist Financial worth $100K as of Q1 2026.
  • Richardson Financial Services bought 110 Truist Financial shares in Q1 2026, an estimated $5.44K.
  • Truist Financial made up 0.06% of Richardson Financial Services's portfolio in Q1 2026, its #224 holding.
  • Richardson Financial Services first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
  • Richardson Financial Services's Truist Financial position peaked at $102K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.